+1,671.0%
DIS vs BEN
+5,193.4%
-3,522.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | +0.6% | +7.2% | -6.6% | -2.2% |
| 30D | +10.3% | +14.1% | -3.8% | +4.7% |
| 3M | +15.6% | +9.9% | +5.6% | +11.1% |
| 6M | +15.1% | +17.4% | -2.3% | +7.5% |
| YTD | +6.0% | +57.3% | -51.3% | -11.9% |
| 1Y | +5.7% | +66.9% | -61.3% | -14.1% |
| 3Y | +39.8% | +85.7% | -45.9% | +6.5% |
| 5Y | -23.9% | +31.2% | -55.1% | -34.6% |
| 10Y | +32.9% | +61.0% | -28.1% | -1.1% |
| All | +1,671.0% | +5,193.4% | -3,522.5% | +351.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling